Invoices, Smart Pricing & Cost Changes Training

Welcome to Your Smart Pricing Training!

This session is all about saving you time and giving you a powerful way to manage your costs. We'll show you how to upload vendor invoices directly into Vori to automatically update your product costs, add new items to your catalog, and make smart pricing decisions based on your margins.

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✅ Your Pre-Training Checklist

Please complete these tasks before our session.

[ ] Gather Your Invoices: To make this training hands-on, please do the following:
- [ ] For a Head Start: Try uploading one recent invoice on your own before our call.
- [ ] For Our Live Practice: Please also have 1-2 different paper invoices handy for us to scan together.
- [ ] For Digital Vendors: If you use UNFI or Supervalu, please have your login credentials ready so we can walk through the download process.
[ ] Think About Your Margins: No need to have final answers, but start thinking about your desired profit margin for different departments. This will help when we get to the "smart pricing" suggestions during the training.

For Virtual Sessions:

[ ] Device & Tech Check: Just a reminder to join our call from a computer or tablet and test Google Meet beforehand so we can screen-share effectively.

🚂 Our Training Agenda

We'll walk through the entire workflow from scanning a paper invoice to printing a new shelf tag.

Step 1: Getting Your Invoices into Vori

A. Setting up Email Auto-Feed and discussing EDI (KeHE, JFC, C&S Wholesale Grocers, Good Stuff).
B. Uploading Digital Invoices: For UNFI/Supervalu spreadsheets or PDFs.
C. Scanning Physical Invoices: Using the Vori Document Scanner.
- Place pages upside down and backward in the scanner.
- Upload Instructions:
  1. Click New Invoice in the top left corner of the page.
  2. Select Bulk Upload or Import via Spreadsheet.
  3. Drag your invoice files into the upload window or click to select them from your computer.
  4. After adding your files, click Upload File.

🛑 A Note on Processing: The minute you upload an invoice, it enters our processing queue. Please do not upload the same invoice multiple times. If you do, it creates duplicate work that can slow down the system for everyone. If an invoice seems stuck, contact Vori support and they will check the queue.

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📚 Resources:
- https://help.vori.com/articles/10238551-uploading-new-invoices
- https://help.vori.com/common-invoice-issues

Step 2: Processing Your Invoices

A. Handling "New" Items: Why an existing product might show up as new (missing vendor association, bad UPC/code extraction) and how to map it to an existing product.
B. Initialization of the System: The critical importance of saving all first-time costs, even if the price hasn't changed, to create a Store-Vendor-Product (SVP) association for future cost tracking and ordering.